# Southern California Institute Of Architecture 401(k) Plan
Source: https://planprovider.pro/companies/southern-california-institute-of-architecture-401k-plan

> Southern California Institute Of Architecture's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern California Institute Of Architecture

- **Sponsor EIN:** 952789388

- **Sponsor Address:** 960 EAST 3RD STREET, LOS ANGELES, CA, 90013

- **Plan Type:** 401(k)

- **Total Participants:** 98

- **Total Assets:** $21.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|98|$21.1M|$573,077|$967,414|

| 2023|109|$17.7M|$572,775|$912,166|

| 2022|110|$14.1M|$555,680|$896,705|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FINANCIAL SENSE SECURITIES, INC|INVESTMENT ADVISORY|—|$76,695|$76,695|

| NATIONWIDE|INVESTMENT ADVISORY|$50,234|—|$50,234|

| NATIONAL BENEFITS SERRVICES LLC|TPA|$2,152|$9,232|$11,384|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — INVESTMENT ADVISORY

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,313

- **Estimated Expense Ratio:** 0.654% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,642|—|$2,642|—|—|

| 2023|$95,425|$134|$94,993|—|—|

| 2022|$2,282|—|—|—|$2,282|

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